Trucordia
insurance brokerage
PrivateClientAdvisor
“Private Client Advisor at Trucordia. Skills: Sales, Client relationship management, Revenue generation. Meet established sales quotas. Utilize sales and marketing tools”
What You'll Achieve.
Meet monthly sales quotas; Meet quarterly sales quotas; Meet annual sales quotas; Achieve high renewal rates
Industry & Context.
Analytics
What They're Looking For.
Must Have
State-issued Property and Casualty or Life and Health Insurance Producer License, 4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study, 2-5 years in an insurance sales role, Proficiency with professional programs such as Microsoft Suite and Salesforce, Demonstrated skills in analytics and internal/external communication
What You'll Do.
Meet established sales quotas
Utilize sales and marketing tools
Conduct in-person appointments
Deliver prospect presentations
Act as subject matter expert
Manage a book of business
Support high renewal rates
Analyze renewal business
Place new business accounts
Follow sales methodologies
Follow best practices
How You'll Work.
Team & Collaboration
Collaborate with Client Service
Communication Scope
Prospect presentations
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